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GEM Equities Update

Daniel Tubbs, Head of Global Emerging Markets and Asia ex-Japan Equities

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Die Stunde der aktiven Verwalter

Die derzeit beliebten Indexfonds werden aktiven Vermögensverwaltern das Wasser nicht abgraben können. Von Umberto Boccato, Head of Investments

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CHINA / US TRADE DEAL

Andrew Lake, Head of Fixed Income at Mirabaud Asset Management, gives his view on the latest news in the US/China trade deal agreement

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Private Equity with an Impact

An innovative, impact-led private equity strategy that seeks to benefit from the disrupters of tomorrow in the fast-growing fashion and lifestyle sectors around the globe.

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UK Market Update

In light of the recent general elections held in the UK aimed at choosing the government to run the country, our UK Equities team, and namely David Kneale Head of UK Equities and Jeremy Hewlett UK Equities Portfolio Manager share their views on the topic.

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Notes From the Road - India

Charles Walsh, Emerging Markets Equity Portfolio Manager, shares his latest views and experiences from a recent trip to India

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Mirabaud Bicentenary Investment Conference

On November 13th Mirabaud celebrated its Bicentenary in London. Learn more about the key moments of our event with this interactive presentation.

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Mirabaud Asset Management is pleased to announce the future launch of its Emerging Markets Fixed Maturity 2025 in Euro

Following on the success of the Emerging Markets Fixed Maturity Fund 2024 in USD launched in May 2019, Mirabaud Asset Management is pleased to announce the future launch of its Emerging Markets Fixed Maturity 2025 in Euro.

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Einsichten zu globale Themen 2019

Jedes Jahr überprüft das Global Equities-Team die Schlüsselthemen, von denen es glaubt, dass sie in verschiedenen Branchen einen signifikanten Wandel bewirken werden.

Heute glauben wir, dass die Themen in einer Zeit, in der sich die Weltwirtschaft in einem niedrigen Wachstumszyklus befindet, wichtiger denn je sind. Der IWF hat gerade seine globale Wachstumsprognose für 2019 von 3,5% auf 3% gesenkt. Es ist das niedrigste seit drei Jahren. In diesem Umfeld brauchen Unternehmen ihre eigenen langfristigen Wachstumstreiber.

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Brazil is a multi-year opportunity

Daniel Moreno, Head of Global Emerging Debt, on Citywire

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How the Alcon spin-off will change the Swiss market

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains how the new big player will impact the SMI on CNNMoney Switzerland.

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Federal Reserves confirms its Ultra-Dovish Outlook

Flash Note by the Strategy Team

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Notes From the Road - South Africa

Neville Shaw, Portfolio Manager on Mirabaud’s Global Emerging Markets Equity Team, outlines some of his observations following a recent trip to South Africa.

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THE ECB EXTENDS ITS STIMULUS AS IT CUTS GROWTH FORECAST

Flash Note by the Strategy Team

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Weak European growth weighs on Adecco

Nicolas Bürki, analyst and portfolio manager at Mirabaud Asset Management, explains on CNN Money Switzerland why employment service giant Adecco is taking a hit on the stock market. Bürki also discusses why he’s cautious about Sunrise’s acquisition of UPC and what he expects from ABB’s new strategy.

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Why Swiss Banks are still suffering

Nicolas Bürki, Portfolio Manager and Analyst within Mirabaud Asset Management’s Swiss Equities team, exchanges with CNN Money Switzerland on the topic.

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Citywire Discovery Report - An outstanding year for Anu Narula

What makes these returns even more impressive is that despite making the most of last leg of the bull market, Anu Narula has so far avoided the worst of the recent falls

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Fixed Income Update

Andrew Lake, Head of Fixed Income at Mirabaud Asset Management, shares his views for the Fixed Income Market in 2019

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